Comprehensive Financial Planning’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Comprehensive Financial Planning’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-76	Closed	-$8.28K	–	442
2026 Q1	$8.28K	Hold	76	–	–	0.01%	276
2025 Q4	$9.07K	Hold	76	–	–	0.01%	263
2025 Q3	$9.11K	Hold	76	–	–	0.01%	250
2025 Q2	$8.26K	Hold	76	–	–	0.01%	240
2025 Q1	$7.5K	Hold	76	–	–	0.01%	234
2024 Q4	$8.53K	Buy	+76	New	+$8.13K	0.01%	253

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Comprehensive Financial Planning's XLY Position: Q2 2026 in Review

Comprehensive Financial Planning sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026, closing a stake of 76 shares — an estimated $8.28K sold.

Comprehensive Financial Planning first reported a position in XLY in Q4 2024 and held it in 6 quarters. The position peaked at $9.11K in Q3 2025. 1,306 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Comprehensive Financial Planning reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 76 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $8.28K.
Comprehensive Financial Planning first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Comprehensive Financial Planning's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $9.11K in Q3 2025.
1,306 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.